A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on.

Power of attorney in Ohio is substantially similar to most other jurisdictions. This means that there are two types of power of attorney you can assign in Ohio: statutory (otherwise known as financial ...

No T4A slip would be issued and Form RC240, Designation of an Exempt Contribution –Tax‑Free Savings Account (TFSA), is not required in this situation. This is because Ginette was a resident, at the ...

There’s some overlap with the strength and growth areas reflection strategy, but only slightly—these process reflections are more about working through the challenges and feelings that often accompany ...